General overview: Pack approval workflows

Nathan

You can navigate to approval workflows for packs via

My Job Portal > Packs > Approval Workflows:



When inside a workflow (either while making a new one or editing an existing one), you can add and remove steps accordingly


While inside a step, you can customise it accordingly:



Signing group: requests the specified users to provide a signature

Select from All users: allows any users on the system to be added to that step



Restrict which users can be selected from


You can choose to restrict which users can be added to a step in the workflow:



Note: adding multiple people and choosing "Automatically select everyone" will send a request to approve to all users that were put in there, but will only require one of those users to approve to complete that step.



After a workflow is completed it can be used for approval of documents in your packs:









Hope this helps!